Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As...

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Mortgages

Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out...

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Life Insurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that...

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Welcome to Elevate Financial Solutions, Independent Financial Advisers in Beckenham

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

We’re financial advisers and mortgage brokers based in Beckenham in Kent. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So, it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a financial plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. If you live in Beckenham or the surrounding areas we can do this face to face, but we can also discuss your needs just as effectively remotely.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0203 8131495">0203 8131495 or complete our short enquiry form. We'll be pleased to help you with any questions you have and if you’re local to Beckenham it would be great to meet you to discuss your financial needs face to face.

  • " Being a first time buyer, I had pretty much no knowledge when it came to obtaining a mortgage and the whole process seemed a little daunting. I was then introduced to Elevate Financial Solutions by a friend who highly recommended them. I now fully understand why they were so highly recommended. From start to finish, their customer service and knowledge was absolutely outstanding.They took all of the pressure off which was a massive relief and were always there to help with any queries I had and nothing I asked for was ever too much.

    M.Kingham

  • " I have used Elevate for a number of my mortgages. The whole team are professional and helpful and nothing is too much! All i have to do is provide them with some documents and they deal with the rest through to completion which is handy with a full time job and no spare time during the week! I recommend all my family and friends to Elevate! Thanks to all the team! "

    A.Suleyman

  • " I strongly recommend this company. One of their mortgage brokers, Ben, helped my wife and I with a mortgage for our first home. What could have been quite a confusing and stressful process was made super simple, and could not have gone smoother. Ben explained the whole process and was always available to progress things quickly. Thanks to this we were accepted onto a great mortgage with zero difficult and the whole thing only really took a week or two. The peace of mind was easily worth the very reasonable fee. I have every confidence in the company and am now speaking to their adviser for managing my savings too. "

    L.Mason

Mortgage Advisers

Our mortgage advice services cover everything from remortgaging and buy-to-let mortgages, to finding the ideal loan for first-time buyers. We take pride in offering a tailored approach, checking through thousands of mortgages to find the right one for your requirements.

We take our role as mortgage advisers very seriously. At your initial consultation, we’ll discuss your individual circumstances, plus your property plans for the future. Then, we’ll present you with a range of mortgage plans, with a focus on getting you the best deal possible. We weigh up all the finances, so you don’t have to; including fees, interest rates, plus any other charges. We’re based in Beckenham and work with clients across London.

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Pension Advisers

We’re experienced pension advisors based in Beckenham and helping clients across London. We’re here to ensure you get the most out of your retirement. We’ll help you to identify the right pension product to suit your needs, and also ascertain if consolidating your existing pensions is the right option for you.

Firstly, we’ll discuss your goals for the future, then ascertain the steps required to achieve them. Our team operate with transparency and integrity, and we’ll present you with a range of options designed to deliver the best financial results in the years to come. We’ll also discuss inheritance tax, and if applicable, what trusts might be suitable for you and your loved ones.

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